Net Interest

Net Interest

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Ode to America
A Personal History of American Finance
Jul 5, 2025 • Marc Rubinstein
The Last Active Manager
Chris Hohn just posted a record year. His industry didn't.
Jan 23 • Marc Rubinstein
NEW POD! The Tragedy of the Commons in Passive Investing with Michael Green
Net Interest Extra ep 16
Jan 20 • Marc Rubinstein
58:03
Trump Cards
The Economics of a Credit Card Lender
Jan 16 • Marc Rubinstein
Financing the AI Boom 2
SoftBank's $4 billion shortcut to a $7.2 trillion opportunity
Jan 9 • Marc Rubinstein
Net Interest 2025 Year in Review
AI and all the rest
Dec 26, 2025 • Marc Rubinstein
Banker Wonderland
Warner Bros. and the Economics of M&A Advice
Dec 19, 2025 • Marc Rubinstein
Stockpicker’s Paradise
Why dispersion is back in financials – and what it means for 2026
Dec 12, 2025 • Marc Rubinstein
Net Interest
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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Doomberg
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The Transcript
The Transcript
The Transcript
Meta Posts (Unlocked)
Next Steps for Net Interest
Net Interest is Going Paid
150 Not Out
The Market for Newsletters
Thirty Years in Finance
What Hasn’t Changed
Asset Management (Unlocked)
So You Want to Launch a Hedge Fund?
The Business of Hedge Funds
Peak Pod
The Industrialisation of Alpha
Other People's Money
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Banks in Disguise (Unlocked)
Banks in Disguise
Unmasking the Banks Inside 'Regular' Companies
The Points Guy
Inside the Business of Air Miles
LTCM: 25 Years On
The (real) reasons Long-Term Capital Management failed

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